← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
176	Putnam Investments Boston, Massachusetts	$16.5M	-$41.2K	2	0.04%	Reduced
177	AIG American International Group New York	$16.4M	-$1.91M	3	0.06%	Reduced
178	BAPIM British Airways Pensions Investment Management London, United Kingdom	$16.4M	+$16.8M	1	0.58%	New
179	BB&T Securities Richmond, Virginia	$16.2M	-$41.9K	1	0.18%	Reduced
180	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.1M	-$148K	1	1.71%	Reduced
181	Teacher Retirement System of Texas Austin, Texas	$15.9M	+$3.33M	2	0.11%	Increased
182	Alpha Cubed Investments Irvine, California	$15.8M	-$315K	1	2.07%	Reduced
183	Zurich Cantonal Bank Zurich, Switzerland	$15.7M	-$4.5M	4	0.14%	Reduced
184	TU TDAM USA Toronto, Ontario, Canada	$15.5M	-$1.08M	2	0.94%	Reduced
185	DA Denali Advisors San Diego, California	$15.5M	-$517K	1	2.48%	Reduced
186	Whittier Trust South Pasadena, California	$15.2M	+$400K	2	0.51%	Increased
187	VOYA Investment Management Atlanta, Georgia	$14.9M	+$2.1M	2	0.03%	Increased
188	Foresters Investment Management New York	$14.8M	+$1.26M	2	0.25%	Increased
189	Eastern Bank Boston, Massachusetts	$14.7M	-$786K	1	1.03%	Reduced
190	Associated Banc-Corp Green Bay, Wisconsin	$14.6M	-$63.2K	1	0.83%	Reduced
191	Citigroup New York	$14.4M	-$5.29M	4	0.01%	Reduced
192	Copeland Capital Management Conshohocken, Pennsylvania	$14.4M	+$28.9K	1	0.92%	Increased
193	Hancock Whitney Gulfport, Mississippi	$13.9M	-$383K	1	0.63%	Reduced
194	SCM SKBA Capital Management San Francisco, California	$13.9M	+$49.2K	1	1.89%	Increased
195	Suntrust Banks Atlanta, Georgia	$13.9M	+$1.36M	2	0.08%	Increased
196	UMB Bank Kansas City, Missouri	$13.9M	+$14.3M	1	0.45%	New
197	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	+$7.96K	1	1.43%	Increased
198	Manning & Napier Group Fairport, New York	$13.8M	+$2M	2	0.14%	Increased
199	LNB Ledyard National Bank	$13.6M	+$1.17M	2	1.65%	Increased
200	South Dakota Investment Council Sioux Falls, South Dakota	$13.4M	-$13.2K	2	0.31%	Reduced